Viewing Expert Laura Lau | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Laura Lau , Senior Portfolio Manager

Sentry Select Capital

Address
The Exchange Tower


Date Signal Chart Symbol Company Opinion Price
2013-12-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Believes we are in a place where we will have a global synchronous expansion.  This should be good for Canada.  Expects long term increase rates to increase. You want to be in plays with more growth.  Consumer discretionary is a good place to be.  Near term, the unemployment numbers are improving in the US.  With Taper talk going from talk to action, she thinks it will actually occur in March at the earliest.  Thinks this has already been factored into the markets.  Crude oil she thinks will hit $90 and be an intermediate bottom.


Price:
$0.020
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
_N/A
2013-12-02 BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

Mostly western Canada.  Auto dealerships.  SUV purchases greater there and margins are higher so they are in the sweet spot.  Average age of autos is over 10 years and people are starting to buy them again.  Buy private dealerships and cut costs.  They are going to up their acquisitions to 5 per year as well as to go into other dealerships than Chrysler.  They have enough capacity on the balance sheet that they don’t have to go to the market to make an acquisition.  Every quarter they raise their dividend 1 cent.  1.9%


Price:
$43.880
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 SELL Must be logged in to use chart ATP-T Atlantic Power Corp.

Undergoing a strategic review process.  May sell assets, restructure debt, or cut dividend (over 100% still).  Thinks they have to do all three.  It could be dead money.


Price:
$3.690
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 BUY Must be logged in to use chart BNK-T (Dead) Bankers Petroleum

Things got definitively over hyped.  The new CEO has definitely turned things around.  It is a very cheap stock.  Have been free cash flow positive for the last 3 quarters.


Price:
$4.000
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 PAST TOP PICK Must be logged in to use chart BTE-T Baytex Energy Corp

(Top Pick Nov 8/11, Down 11.29%) Heavy oil differentials have to come down.  This is the time for the biggest differentials and will improve in the summer.  6.25% dividend. 


Price:
$42.080
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-12-02 BUY Must be logged in to use chart CCO-T Cameco Corporation

Has been more interest in uranium recently.  The Russian program shipped last shipment in November.  Japan only has one or two plants working vs. 52 previously.  They are reviewing power plants but haven’t approved them yet.  People are saying this is the bottom.  It is an entry point but will be a trade.


Price:
$21.900
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 DON'T BUY Must be logged in to use chart CHR-T Chorus Aviation Inc

The dividend should stay stable but may not increase.  In 2020 the contract is over.  She doesn’t own it because of this cliff risk.


Price:
$3.820
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2013-12-02 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Large DRIP program causes dilution, but they cancelled the premium drip program.  They pay out 45% of their cash flow.  It is not a big deal as long as people don’t opt out of the DRIP program.  She is comfortable with them because a lot of the old trusts have a much higher all in payout ratio.  They have stopped making acquisition and are now growing production organically.


Price:
$40.020
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 TOP PICK Must be logged in to use chart DH-T (Dead) DH Corporation

A huge transformation.  They bought IT systems for small banks.  4.55% dividend.  Thinks there is cross selling opportunities.  Believes there will be multiple expansion as they are recognized by the market.  They are still integrating so they still have to see synergies and cost cutting from this acquisition.  Expects a March dividend increase.


Price:
$28.550
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-12-02 TOP PICK Must be logged in to use chart ERF-T Enerplus Corp

The original energy trust.  Quietly transformed themselves over the last couple of years.  They are starting to grow production – 9% this year.  Trades at a multiple discount to everyone else.  5.6% healthy yield.


Price:
$19.170
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-12-02 BUY Must be logged in to use chart FRU-T Freehold Royalties

7.6% yield because it is a true royalty trust.  Not a lot of capital to put in to their projects. 


Price:
$22.340
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 BUY Must be logged in to use chart GXO-T Granite Oil Corp

Have done a good job finding two big oil pools.  What they need to do now is to grow production and she thinks they can do that.  Balance sheet is good.  She hopes they will get taken out as soon as they prove it out. 


Price:
$9.140
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 BUY Must be logged in to use chart LEG-T (Dead) Legacy Oil and Gas Inc.

In the last year they have turned the corner.  Operations getting better, debt coming down and it is very cheap.  Thinks they will get some multiple expansion. 


Price:
$6.100
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-12-02 TOP PICK Must be logged in to use chart MFC-T Manulife Financial

Her call is that long term interest rates go up which will benefit them and they will do so the most of all the Lifecos.  Capital ratios are excellent.  Thinks they can’t increase dividend until end of 2014


Price:
$20.720
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2013-12-02 SPECULATIVE BUY Must be logged in to use chart MRE-T Martinrea

The big overhang is the law suits.  There could be more drops to come in the price.  The customers have not canceled any orders but that is a risk.  It is dirt cheap.  You are being compensated for the risks if you buy it.


Price:
$8.900
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
Showing 1 to 15 of 290 entries
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